Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.84%
3 year
13.44%
5 year
12.96%
10 year
10.94%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
11.61%
Sharpe
1.09
Sortino
1.98
Max drawdown
-26.48%
Best month
13.14%
Worst month
-17.18%
Beta vs VTSAX
-0.01
Correlation
-0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.